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Investing.com - C.H. Robinson Worldwide (NASDAQ:CHRW) received a price target increase from Bernstein analyst David Vernon, who raised it to $135.00 from $108.00 while maintaining a Market Perform rating. The stock currently trades at $129.38, near its 52-week high of $138.00, reflecting a strong 46.7% gain over the past six months. According to InvestingPro data, the company appears overvalued compared to its calculated Fair Value.
The logistics company reported third-quarter adjusted diluted earnings per share that exceeded consensus expectations by 8%, according to Bernstein’s research note. Despite this strong performance, C.H. Robinson is guiding fourth-quarter results lower than market expectations. This aligns with InvestingPro data showing 9 analysts have revised their earnings downwards for the upcoming period, though the company remains profitable with a trailing twelve-month diluted EPS of $4.40.
The company’s fourth-quarter guidance suggests earnings in the range of $1.00-1.05, approximately 15% below the Street consensus of $1.19, based on projected net revenue growth, personnel expenses, and SG&A costs.
Looking further ahead, C.H. Robinson raised its 2026 operating income guidance by $50 million to $1 billion, representing an 11% increase over consensus estimates and a 24% jump from implied fiscal year 2025 figures. The company expects earnings per share to reach at least $6 with no market growth.
Bernstein’s revised price target reflects a multiple of 22 times the firm’s next-twelve-months-plus-one earnings per share estimate, with the analyst noting strength in the North American Surface Transportation (NAST) segment while expressing some skepticism about the company’s 2026 earnings projection of $6 per share. InvestingPro data reveals CHRW trades at a favorable PEG ratio of 0.48, indicating low P/E relative to near-term earnings growth, despite carrying a high EV/EBITDA multiple of 20.08. Discover 10+ additional ProTips and comprehensive metrics in the Pro Research Report, available for this prominent player in the Air Freight & Logistics industry.
In other recent news, C.H. Robinson Worldwide reported its third-quarter earnings for 2025, revealing an earnings per share (EPS) of $1.40, which exceeded the consensus estimate of $1.30. However, the company’s revenue for the quarter was $4.1 billion, falling short of the anticipated $4.23 billion. UBS responded to these results by raising its price target for the company to $177, citing strong performance in the North American Surface Transportation (NAST) and Forwarding segments. Similarly, TD Cowen increased its price target to $138, noting the company’s ability to exceed both its forecast and consensus expectations despite a weak freight market.
Raymond James also raised its price target to $161, highlighting the "meaningful operational transformation" at C.H. Robinson, driven by lean and AI initiatives introduced by CEO Bozeman. BMO Capital adjusted its price target to $140, attributing better-than-expected third-quarter results to a timing shift in SG&A costs. These recent developments reflect a positive response from analysts, with varying price target increases and maintained ratings, suggesting a cautious optimism about the company’s ongoing strategies and performance.
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